PORTFOLIO MANAGEf
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MEDICAL OFFICE BUILDINGS
ENERGY STAR
Rating Your Energy Performance
Use the US EPA's energy performance rating system within Portfolio
Manager to rate the energy performance of your medical offices on
a scale of 1-100. Rate all of your facilities and update the data regu-
larly to take control of your energy costs. See top of page two for
eligibility and data needed.
USE PORTFOLIO
MANAGER STEP-BY-STEP
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STEP
ACTIVITY
ACTION
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Access Portfolio Manager
http://www.energystar.gov/benchmark
Scroll down to the Login section
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Access your account
¦	Create a new account
¦	Login to an existing account
¦	Get a brief system overview
¦	Click NEW USER
¦	Enter user name and password and click LOGIN
¦	Click SYSTEM TOUR or LEARN MORE
a
Add a new facility
Click ADD FACILITY
a
Enter general building data
Enter data and click SAVE
B
Enter space use data
Go to "Space Use" section and click ADD SPACE
¦	Enter a facility name and select the space type
Click CONTINUE
¦	Enter space data. Click SAVE
Repeat for all space types
¦ Space Use Add Space
1 Space Name Space Type Ft!)3 % Floor Area Alerts
| No Space Defined

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Enter energy use data
Go to "Energy Meters" section and click ADD METER
¦	Enter Meter name, type, units. Click SAVE
¦	Enter number of months and start date.
Click CONTINUE
¦	Enter energy use and cost. Click SAVE
Repeat for all fuel types
¦ Energy Meters Add Meter
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Review and interpret results
Go to "Facility Performance" section and
review your results. Guidance is provided on
page two of this guide.
Q
Manage account and apply
Share data, generate a Statement of Energy

for recognition
Performance, apply for ENERGY STAR label,


create a building profile, and perform other


administrative tasks.
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| ELIGIBILITY CRITERIA
B DATA NEEDED
¦	Fifty-one percent or more of total space must be used as
doctor or dentist offices
¦	Space used for outpatient care with diagnostic
medical equipment
¦	Gross square footage of 5,000 or greater
¦	Occupied for at least 11 of the last 12 months
¦	No more than 10 percent of floor area designated as
computer data center space
If a medical office is part of a hospital campus, is separately
metered, and meets all eligibility requirements, then it may be
entered as either part of the hospital campus square footage or
as a stand alone medical office facility.
[rating interpretation	
Establish a baseline for all facilities in your portfolio, then
set improvement goals and create an action plan. Use the
guidance below to determine the appropriate next steps.
1-49 Greatest opportunity for improvement. Investments
in new equipment, combined with aggressive low-
cost operations and maintenance practices could
have the greatest impact on your bottom line.
50-74 Significant opportunity to reap savings. Simple,
low-cost operations and maintenance practices,
combined with equipment upgrades, could yield
significant savings.
75-100 Opportunity to gain recognition and demonstrate
best practices. Continue to improve and maintain
superior performance by focusing on operations
and maintenance.
| HELPFUL HINTS	
¦	Enter 12 consecutive months of overlapping energy data
without gaps in time.
¦	When entering data, do not include commas or
other punctuation.
¦	When updating a facility's energy use, enter the meter
name and energy data. Select the correct units of meas-
urement.
® ® INFORMATION Change your password or user profile.
Maintain contact information for your
energy team.
¦ (§)SSNTACT Use this option or e-mail
energystarbuildings@epa.gov.
Access user-support information and get answers.
SEPA
United States
Environmental Protection
Agency
November 2004
430-F-05-006
i Building address including zip code
i Year built
i Gross square footage
i Number of workers
i Percent of building cooled
i Percent of building heated
i At least twelve consecutive months of overlapping energy
use and cost for all fuel types
FEATURES	
¦ Consolidate accounts. From the Facility Summary page,
go to "Sharing Data,"
click "Transfer."
Sharing Data
Add user to share this Facility
Modify list of users
Transfer Facility to another user
View entire Access List for this Facility
PORTFOLIO MANAGER
Home > Mv Portfolio > ABC Medical Office Building
Share facilities across
accounts. From the Facility Summary page, go to
"Sharing Data," click "Add."
Group Facilities within an account. Determine groups
(e.g., region, facility
type). From the My
Portfolio page, click
"Create Group."
Generate a Statement of Energy Performance. Use it as a
management report and as a transactional document.
Also use it to apply for
the ENERGY STAR label
if eligible. From the
Facility Summary page,
click "Generate."
Statement of Energy Performance
Generate a Statement of Energy
Performance
View Statement of Energy Performance
(set
)age one).
www.energystar.gov/benchmark
E-mail: energystarbuildings@epa.gov

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